I am a CERTIFIED FINANCIAL PLANNER™ professional with Woodson Wealth Management. I started my career in financial services in 1992 after earning a Master of Business Administration with a concentration in finance from Long Island University, C.W. Post. In addition to the CERTIFIED FINANCIAL PLANNER™ designation, I have also earned the Chartered Financial Consultant® and Chartered Life Underwriter® designations. In my role as a financial advisor, I attempt to help individuals and families build legacies of generational wealth and philanthropy.